Personal Finance Advisor Job at Desjardins – in Saint-Alexis-des-Monts, QC
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied.
Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members. Interpersonal savvy is therefore essential.
You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management.
You work with various partners and experts to design integrated strategies that meet the needs of members and clients.
General Information on the Position
Advise members and clients on the best strategies and work with them to identify expected results
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
Stay up-to-date on the financial services industry, market trends and best practices in your field
Participate in outreach activities and represent the caisse in the community
Other working conditions
Number of jobs available : 1
A minimum of 2 years of relevant experience
Bachelor’s degree in business administration (an asset)
Please note that other combinaisons of qualifications and relevant experience may be considered. For example, experience in sales consulting or business development in any industry may be considered relevant experience.
For vacant positions available in Quebec, please note that knowledge of French is required
Knowledge of current financial, economic, political and legislative events
All products and services aimed at caisse members and those offered by Desjardins Business Centres, Desjardins components and distribution networks, and those offered by competitors
Notions of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives
Policies, legislation and standards related to products and services offered by the caisse
Desjardins business processes
Techniques used to assess and monitor individual financing applications
Strategy recommendation and analysis applications
Caisse intranet portal
Sales and client management reports
Insurance products (financing and savings)
Savings and investment products
Consumer and mortgage financing products
Convenience products and services
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
La Caisse Populaire de St-Alexis-des-Monts
Member/client sales and service (FG)
About the Company
Company: Desjardins –
Company Location: Saint-Alexis-des-Monts, QC